Naming a Trust as the Beneficiary of IRA's

Date: Thursday, March 15, 2018

Time: 11:30am - 1:00pm

Location: All Children's Hospital Education Conference Center

Speaker: Kenneth J. Crotty, J.D., LL.M.

The luncheon roundtable meeting will be held at the All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at 12 pm with LUNCH and the opportunity to visit with fellow SEPC members at 11:30 a.m.

Kenneth J. Crotty, J.D., LL.M. is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo, P.A., where he practices in the areas of estate, tax, and trust planning, taxation, physician representation, and corporate and business law.

He is Board Certified in Tax Law. Mr. Crotty has co-authored several handbooks that have been published in BNA Tax & Accounting, Estate Planning magazine, and Steve Leimberg’s Estate Planning and Asset Protection Planning Newsletters. He, Alan Gassman, and Christopher Denicolo are the co-authors of the BNA book Estate Tax Planning in 2011 & 2012.